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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: tecmo ⎊☼  😊 😞
Number: of 21944 
Subject: Re: The good old days ...
Date: 07/16/24 3:52 PM
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Another way of saying this is that Berkshire was hurt by zero/very low rates of the last 20 years+ and benefited recently from higher rates. But who the hell knows what the future rates are going to be? Its seems that markets are predicting virtually a 100% chance of the Fed cutting rates by 0.25% in September.

A 0.25% cut in September doesn't trend line out to 0% - my guess (prediction?) is that short term rates settle in the 4%-5% range with the 10Y slightly higher; based on inflation figures in the 3% range. We will probably get a cut of roughly 2% at most during the next recession (which is always just around the corner).

So basically, 2-3 rate cuts in the next 12 months or so (assuming no recession).

tecmo
...

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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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